AG
BSMO

Advisor Group’s Invesco BulletShares 2024 Municipal Bond ETF BSMO Stock Holding History

Advisor Group’s Portfolio BSMO Stock Details BSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$52K Buy
+2,060
New +$51.6K ﹤0.01% 3388

Other funds holding BSMO

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DFG
DWM Financial Group Palatine, Illinois $73.4M AUM 0.99% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Advisor Group's BSMO Position: Q4 2019 in Review

Advisor Group opened a new position in Invesco BulletShares 2024 Municipal Bond ETF (BSMO) in Q4 2019: 2,060 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #3388 among its holdings.

8 funds tracked by Wall St. Rank hold BSMO as of Q4 2019.

  • Advisor Group held 2,060 shares of Invesco BulletShares 2024 Municipal Bond ETF worth $52K as of Q4 2019.
  • Invesco BulletShares 2024 Municipal Bond ETF was a new Advisor Group position in Q4 2019.
  • Invesco BulletShares 2024 Municipal Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3388 holding.
  • 8 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Municipal Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.